MS on Muthoot Fin Maintain Overweight on Company, raise target price at Rs.3660/Sh (Positive)
MS on Manappuram Maintain Equal Weight on Company, raise target price at Rs.285/Sh (Positive)
MS on TCS Maintain Overweight on Company, target price at Rs.3690/Sh (Positive)
Nuvama on TCS Maintain Buy on Company, target price at Rs.3650/Sh (Positive)
Avendus on TCS Upgrade to Buy on Company, raise target price at Rs.3700/Sh versus Rs.3690/Sh (Positive)
MOSL on TCS Maintain Buy on Company, raise target price at Rs.3500/Sh versus Rs.3350/Sh (Positive)
CLSA on TCS Maintain Outperform on Company, target price at Rs.3559/Sh (Positive)
GS on TCS Maintain Buy on Company, raise target price at Rs.3330/Sh (Positive)
MS on Godrej Prop Maintain Equal Weight on Company, target price at Rs.2400/Sh (Positive)
Bernstein on India Strategy 61% of these outperforming the broader Nifty index in the last 6 months (Positive)
MS on CIO Strategy CIO interest in AI continues; ERP remains a top priority too (Positive)
MS on India Strategy Financials and Energy witnessed highest positive earnings revisions in the past three months (Positive)
CLSA on Auto Sector Mass market players such as Hero Moto and Maruti have executed superior retail growth in the festive season, with 200–300 bps increases in market share YoY (Positive)
Nuvama on Insurance Sector Positive on insurers; sales recovery seen, GST relief to aid long-term demand (Positive)
Kotak on Insurance Sector HDFC Life remained weak at 6%, but a strong July lifted quarterly growth to 10% (Neutral)
MS on Insurance Sector Industry individual RWRP fell 6% YoY (Neutral)
Citi on India Strategy Downgrade NBFCs to Neutral and remove Chola Finance from top picks (Neutral)
BofA on India Strategy Remain Underweight on capex-linked sectors like Cement, Steel, Metals, Energy, and IT on reacceleration of populism (Neutral)
JP Morgan on Premier Energies Maintain Neutral on Company, target price at Rs.1019/Sh (Neutral)
UBS on TCS Maintain Neutral on Company, raise target price at Rs.3435/Sh versus Rs.3400/Sh (Neutral)
Citi on TCS Maintain Sell on Company, raise target price at Rs.2800/Sh versus Rs.2790/Sh (Neutral)
Nomura on TCS Maintain Neutral on Company, target price at Rs.3300/Sh (Neutral)
HSBC on TCS Maintain Hold on Company, target price at Rs.3260/Sh (Neutral)
Jefferies on TCS Maintain Hold on Company, cut target price at Rs.3100/Sh versus Rs.3230/Sh (Neutral)
MOSL on Tata Elxsi Maintain Sell on Company, cut target price at Rs.4400/Sh (Neutral)
Avendus on Tata Elxsi Maintain Sell on Company, cut target price at Rs.4690/Sh (Neutral)
Kotak on Tata Elxsi Maintain Sell on Company, target price at Rs.4000/Sh (Neutral)
Leave A Comment